Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINDY CITY ORTHODONTICS, LTD.
EIN 26-3114642medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
28
2915 N. DAMEN AVE., UNIT 3S - CHICAGO, IL 60618773-697-8038windycityortho.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINDY CITY ORTHODONTICS, LTD. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN
CashBalance
Assets$744K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINDY CITY ORTHODONTICS, LTD. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 19 | 2025 | |
| 002 | WINDY CITY ORTHODONTICS, LTD. CASH BALANCE PLAN | CashBalance | $744K | 9 | 2025 |
Retirement plans